401(k) · DOL Form 5500 · 2023

Axos Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,403
Participants Near avg headcount
91st
Percentile by assets National rank
$66,218
Avg per participant Below avg balance/head
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Official DOL plan name: Axos Financial, Inc. 401(k) Plan · Sponsored by Axos Financial, Inc. · Nevada · Finance & Insurance

$93M in assets, 1,403 participants

Axos Financial, Inc.'s Axos Financial, Inc. 401(k) Plan reported $93M in total assets and 1,403 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,608 in Finance & Insurance (8,869 peers)

Coverage in Nevada

Axos Financial, Inc. 401(k) Plan covers 1,403 participants in Nevada, 2.2x the typical Nevada plan (state average ~636 per filing). Assets: $93M.

#7,608
in Finance & Insurance (8,869 peers)
+42.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Axos Financial, Inc. 401(k) Plan's outsized position by total assets

Axos Financial, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$92,904,047 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Axos Financial, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axos Financial, Inc. 401(k) Plan lands in the large band (1,403 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axos Financial, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Axos Financial, Inc. 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Axos Financial, Inc. 401(k) Plan reported participants rose from 1,215 in the plan year 2022 filing to 1,403 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330867444 · Axos Financial, Inc. PY 2023 · 401(k)

Axos Financial, Inc. 401(k) Plan · $93M · 1,403 · 91st

  • ASSETS $93M
  • PCT 1,403
  • EIN 91st
  • RANK 401(k)
  • PHOTO near New Directions Retirement Savings Plan for Family Care Network
  • IND ind #7608

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Nevada →

Axos Financial, Inc. 401(k) Plan in the asset neighbourhood

Axiom Global Inc. 401(k) Plan$93MNew Directions Retirement Savings Plan for Family Care NetworkNew Directions Retirement Sa…$93MAxos Financial, Inc. 401(k) PlanAxos Financial, Inc. 401(k) …$93MDole Packaged Foods, LLC Salaried Employees 401(k) PlanDole Packaged Foods, LLC Sal…$93MThe Communicare Employee's 401(k) PlanThe Communicare Employee's 4…$93M
End-of-year total assets ($M) among Axos Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$93M
Net Income$28M
Employer EIN330867444
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axos Financial, Inc.)

Sponsor-wide plan assets over time

All Axos Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 95.35634401932627% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $65.2M $127M ▲ +95.4%
Year Plans Participants Total Assets
2022 1 1,215 $65M
2023 1 1,403 $93M
2024 1 1,571 $127M

Nearby 401(k) Plans in Nevada

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Axos Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Axos Financial, Inc. 401(k) Plan, Total assets ($B): 0.092904047 · Participants: 1403Axos Financial, Inc. 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Axos Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Axos Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Axos Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is New Directions Retirement Savings Plan for Family Care Network in WA ($93M); by covered participants it is Rooney Holdings, Inc. 401(k) Savings Plan in OK (1,403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,403 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Axos Financial, Inc. 401(k) Plan assets move in 2023? ▼
Axos Financial, Inc. 401(k) Plan surged - up 42.5% during 2023, from $65M to $93M. Reported net income was $28M.
How have Axos Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axos Financial, Inc.'s sponsor-wide assets grew 95.4%, from $65M to $127M.
Where does Axos Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Axos Financial, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Axos Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Directions Retirement Savings Plan for Family Care Network in WA ($93M, 466 participants).
Which 401(k) plans cover a similar participant headcount to Axos Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rooney Holdings, Inc. 401(k) Savings Plan in OK (1,403 participants, $130M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330867444.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.